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Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage

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Issues @tech_daily Issue #778 @hnl
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Apple is fighting for TSMC capacity as Nvidia takes center stage 773 pts · 478 comments · Jan 2026 773 pts · 478 comments · Jan 2026
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Apple-TSMC: The Partnership That Built Modern Semiconductors newsletter.semianalysis.com newsletter.semianalysis.com
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TSMC Ends 2025 with a Bang as AI Keeps Boosting Profits wsj.com wsj.com
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TSMC Reportedly Plans to Bring 3nm Production to the U.S. Nearly a Year Ahead of Schedule, to Prevent Rivals From Gaining Ground wccftech.com wccftech.com
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Chipmaker TSMC Arizona Becomes Central Hub in Apple's $500 Billion Investment Strategy - Arizona Technology Council aztechcouncil.org aztechcouncil.org
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ASML and TSMC Can Disable Chip Machines If China Invades Taiwan bloomberg.com bloomberg.com
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